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Waverly Advisors’s PIMCO Municipal Income Opportunities Active ETF MINO Stock Holding History

Waverly Advisors’s Portfolio MINO Stock Details MINO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.17M Buy
25,555
+3,766
+17% +$171K 0.01% 835
2026
Q1 		$984K Sell
21,789
-345
-2% -$15.7K 0.01% 842
2025
Q4 		$1M Buy
22,134
+6,828
+45% +$311K 0.01% 763
2025
Q3 		$694K Buy
15,306
+1,314
+9% +$58.2K 0.01% 746
2025
Q2 		$619K Sell
13,992
-340
-2% -$15K 0.01% 748
2025
Q1 		$641K Buy
14,332
+612
+4% +$27.6K 0.01% 713
2024
Q4 		$618K Buy
13,720
+2,370
+21% +$108K 0.01% 635
2024
Q3 		$524K Buy
11,350
+640
+6% +$29.2K 0.01% 573
2024
Q2 		$487K Buy
10,710
+902
+9% +$40.8K 0.01% 582
2024
Q1 		$448K Buy
+9,808
New +$446K 0.01% 504

Other funds holding MINO

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
CFD
Creative Financial Designs Kokomo, Indiana $2.1B AUM 23.1% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Waverly Advisors's MINO Position: Q2 2026 in Review

Waverly Advisors increased its PIMCO Municipal Income Opportunities Active ETF (MINO) stake by 17% in Q2 2026, buying an estimated $171K and bringing the position to 25,555 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #835.

Waverly Advisors first reported a position in MINO in Q1 2024 and has held it in 10 quarters since. 165 funds tracked by Wall St. Rank hold MINO as of Q2 2026.

  • Waverly Advisors held 25,555 shares of PIMCO Municipal Income Opportunities Active ETF worth $1.17M as of Q2 2026.
  • Waverly Advisors bought 3,766 PIMCO Municipal Income Opportunities Active ETF shares in Q2 2026, an estimated $171K.
  • PIMCO Municipal Income Opportunities Active ETF made up 0.01% of Waverly Advisors's portfolio in Q2 2026, its #835 holding.
  • Waverly Advisors first reported a position in PIMCO Municipal Income Opportunities Active ETF in Q1 2024 and has held it in 10 quarters since.
  • 165 funds tracked by Wall St. Rank held PIMCO Municipal Income Opportunities Active ETF as of Q2 2026.

Based on Waverly Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.